This course covers our Nine Steps to SuccessTM balanced scorecard methodology, but goes much deeper than the Part 1 course, providing more tools and techniques to help managers and analysts build, deploy, and sustain a scorecard system in their organization. The BSP Certification Pt. 1: Introduction to the Balanced Scorecard is required before taking this course, as this course builds on that introductory knowledge by focusing on common scorecard development difficulties and nuances found in real world organizations that have implemented the Nine Step framework. This course provides a quick review of basic scorecard building steps, adds advanced building techniques, and goes in depth with cascading a scorecard system throughout an organization and evaluating the impact of the scorecard system and making corrections. The course includes additional focus on change management and strategic facilitation of teams. In addition to the two days of class, participants are given free access to the BSP certification exam. Print a Brochure

Course OverviewAs Part 2 of the Building and Implementing a Balanced Scorecard series, this workshop adds depth to the Introduction to the Balanced Scorecard course. It builds on the Introductory content by focusing on common scorecard development difficulties and nuances found in real world organizations that have implemented the Nine Step framework. It delves deeper into the subjects our trainees have been asking for: strategic thinking, practical examples, details on cascading, budgeting, change management, facilitation evaluation and other advanced topics. This course is taught by our most senior staff. Topics covered by the course include:

How to think strategically and avoid getting bogged down in tactical details

How to design and implement a scorecard where other frameworks have already been introduce

How to revise poorly designed scorecard elements, based on numerous examples

Small group simulations to understand decision choices

Balanced scorecard "best practices"

Advanced concepts in performance measurement

How to cascade the enterprise scorecard throughout the organization

Overcoming obstacles and real world challenges

The evaluation of planning documents and processes

Professional Certification
If you have previously taken the Introduction to the Balanced Scorecard course, you can take this course and "upgrade" to professional certification!

Prerequisite
The Institute’s BSP Pt. 1: Introduction to the Balanced Scorecard course is a prerequisite for this course, as it covers the basic Nine Step methodology for building and implementing a balanced scorecard and is the fundamental starting point for anyone interested in scorecard development, even for students that have advanced knowledge and experience implementing scorecards based on their own research or by working with other methodologies. This Pt. 2: Advanced course builds on that knowledge by focusing on common scorecard development difficulties and nuances found in real world organizations that have implemented the Nine Step framework.

Who Should AttendThis course is designed for people in private, public or nonprofit-sector organizations who have responsibility for building, implementing and maintaining scorecard and other performance management systems. Typical attendees include those with responsibilities for implementing and/or maintaining the management system; developing appropriate performance measures; selecting software tools; cascading the scorecard to lower tiers in the organization; evaluating or reporting strategic and operational performance data; and/or improving resource allocation decision making.

Intellectual Property Note
Certification and training related to the Nine Steps to SuccessTMmethodology is for internal facilitation and personal use only. Any use of the Nine Steps to SuccessTMor other Institute intellectual property beyond internal facilitation use without a formal affiliate or associate agreement with the Institute is prohibited.

Course BenefitsThe course will be taught as a hands-on workshop using interactive lectures, practical examples, case studies, shared participant experiences, and practice sessions. The learning goals of the course are to: review best practices in building and implementing a balanced scorecard strategic management system, cascade the system to encompass all organizational tiers and operations, employ change management to sustain the system, and practice facilitation and coaching skills that will be useful in your organization.

Continuing Education UnitsAttendees completing this course will qualify for 2.1 CEUs through our alliance with the University of South Carolina.

Hands On TrainingIn small group workshops, you will practice planning and facilitation skills to apply in your own organization. You will receive feedback from the instructor and your fellow trainees from different organizations, conducted in a safe and relaxed environment in which "there are no wrong answers". Participants will receive a copy of our BSC Resources CD and an Advanced Balanced Scorecard Toolkit, which includes sample forms and templates to support each step of the planning and implementing process, plus evaluation forms, exercises and related material.

InstructorsThe course will be taught by the Principals and Associates of the Balanced Scorecard Institute. These instructors have specialized expertise in balanced scorecard training, facilitation and consulting in public and private-sector organizations.

Feedback from past participants:“…the BSC program was one of the best professional development experiences I’ve ever had."

“I loved the case study exercises!”

"Very useful charts and checklists to evaluate the process of developing performance measures."

“…the case study was very supportive of understanding the process of developing and mapping strategy."

"...the methodologies in this presentation are a powerful medium for achievement of the right strategic objectives."

"...good information on what we need to do at our respective workplaces to effectively cascade the balanced scorecard."

Public Sector Discount:For three-day workshops or more, there is a $100 discount for participants from public sector and not-for-profit organizations (use discount code NP).

Multi-Registration Discount:There is also a $200 discount for three or more participants from the same organization. We encourage more people from the same organization to attend so that they can collaborate during the workshop.

Early Bird Special: $200 additional discount per participant for signing up 30 days before the start of the course.

Course Outline

Introduction

Course overview & logistics

Learning objectives

Module 1: Evaluation to Assessment

Best practices and terminology review related to Steps Nine and One of the Nine Steps to Success

Common Evaluation & Assessment challenges

Small group facilitation primer

Case Study Exercise: use various small group facilitation techniques to identify case study scorecard development issues and problems

Module 2: Advanced Strategic Foundations Development

Short review of Steps One, Assessment, and Two, Strategy, of the Nine Steps to Success